Clean Yield Asset Management
Firm details
- Headquarters
- Norwich, Vermont
- CRD number
- 104826
- Registered since
- November 13, 1986
- Website
- cleanyield.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI89.01%
- Individuals6.57%
- Charitable Organizations4.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clean Yield Asset Management is an independent registered investment adviser, SEC-registered since 1986 and owned by an individual. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses and institutions. It also runs educational seminars and workshops. Fee arrangements include a percentage-of-AUM component, fixed fees and other fee structures. Clean Yield does not identify as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Cash & Cash Equivalents11%
- US Government Bonds7%
- Non-Investment Grade Corp Bonds7%
- Other4%
Contacts
3 of 6
Jenny Ly
Operations ManagerCRD 8164413
Eric Becker
Partner and Portfolio ManagerCRD 2641732
Dorigen Hofmann
Partner and Portfolio ManagerCRD 5258903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$11.8M in ETFs
84%
$9.9M
4%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.8M | 2,393 | 15.20% |
Location
Norwich, VT
Windsor
Location
Norwich, VT
Headquartered in Norwich, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Windsor
- Address
- 16 Beaver Meadow Rd
- Time zone
- ET (UTC-5)
- Office locations
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